Select the client and year
After logging in to myTax Portal, open Corporate Tax > View Donations. Enter the client’s tax reference number and proceed with Next. Select the year to view that client’s donations to approved Institutions of a Public Character (IPCs). Use View Next Client when moving to another client so that records are checked under the correct tax reference.
Understand the reporting window
The 1 September 2018 edition says current-year donations become available from January of the following year and the viewer holds the previous three calendar years. A donation made this year may therefore not yet appear. These are calendar-year records, so do not treat the filter as a Year of Assessment selector or the absence of a current-year entry as confirmation that no donation occurred.
What this guide establishes
This is a viewing guide, not an application to claim a deduction or amend a donation record. It does not specify deduction rates or eligibility tests. Its contact route is myTax Mail or 1800 356 8622; the screens and record window are described as at the 2018 publication date.
Official source
This article independently explains the substantive contents of the official PDF, including the relevant conditions, procedures and annexes. The linked document remains the authoritative source for its original wording, and later changes should be checked separately.
Read the official PDF ↗